Dispatch and Salesflare
How to connect Dispatch
- Via Zapier — 22 operations available. Set it up ↗
What you can automate
- When new Account in Salesflare, create or Update Organization in Dispatch.
About Dispatch
Deliver exceptional customer experiences. Book, track and manage with the world's most powerful on-demand services platform.
Dispatch operations on Zapier
Triggers (1)
Start a workflow when this happens
- New Event — Triggers when an update is made to Dispatch.
Actions (13)
Things Salesflare can make it do
- Create Note — Creates a new note.
- Create or Update Appointment — Creates or Updates a appointment.
- Create or Update Calendar Event — Creates or Updates a Calendar Event.
- Create or Update Customer — Creates or Updates a customer.
- Create or Update Invoice or Estimate — Creates or Updates a New Invoice or Estimate. This action will also auto-create Product/Service catalog items on the fly if they do not exist already.
Show 8 more actions
- Create or Update Job — Create or Update a job.
- Create or Update Job Offer — Creates or Updates a Job Offer. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to support@dispatch.me.
- Create or Update Organization — Creates or Updates an organization. This requires elevated privileges i.e. authentication using the "Client ID" - if you require access to this API please reach out to support@dispatch.me.
- Create or Update Product or Service — Creates or Updates Products and Services.
- Create or Update User — Creates or Updates a user (field worker or dispatcher).
- Organization Offer Reminder — Sends an organization an offer reminder.
- Send to Connector — Send a payload to the inbound connector.
- Update Organization Offer Status — Updates the offer status for an organization e.g. `accepted`.
Searches (8)
Look up existing records
- Find Appointment — Finds an existing appointment.
- Find Customer — Finds an existing customer.
- Find Invoice or Estimate — Finds an existing Invoice or Estimate.
- Find Job — Finds an existing job.
- Find Job Offer — Finds an existing job offer.
Show 3 more searches
- Find Organization — Finds an existing organization. If you only dispatch jobs to a single organization you will not need to use this search as the organization will default.
- Find Product or Service — Finds an existing product or service.
- Find Technician or Dispatcher — Finds an existing technician or dispatcher.
Similar apps
Elegant and simple scheduling tool for businesses.
Popular Zapier Make
Powerful scheduling for modern business.
Native Zapier
Meetings made easy.
Native Zapier
Scheduling and video meeting platform for sales.
Native
Schedule is a native Zapier app you can use for recurring tasks. Trigger an action every day of…
Zapier
Easy online appointment scheduling software.
Zapier Make
Not using Salesflare yet?
Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.
Try it for free